Financial Transaction Approval Dashboard
- Brookebarton
Important Notes:
The Financial Transaction Approval Dashboard is used to determine the approval status of submitted Expense Reports Requisitions and Invoice Payments.
To view the approval status of a submitted Human Resource manager self service action, run the Transaction Console.
Step 1: Locate and Launch the Report
Access Boise State Reporting Budget & Finance and locate the Transaction Approval Dashboard.
Boise State Reporting will display the reports in either a List or Card view.
Change your view by selecting either List View or Card View in the upper navigation.
By default, this report launches with the category filter set to “All Reports”. If needed, update the Filter by Category drop-down to view reports specific to one area of reporting
Favorite commonly used reports by selecting Favorite in card view and the star icon in list view.
After locating the Transaction Approval Dashboard, select Launch on the report card or Launch located on the right side of the report name if you’re in list view.
If you need to request report access, submit an Access Request Form. When submitting the access request, include the name of the report and any other details that might be needed.
Step 2: Select Transaction Tab
Select the tab for the transaction type you are looking for. Select an hyperlink from the list below to jump to search parameter details.
Select Expense Reports to search and view the approval history for ALL Expense Reports.
Select Requisitions to search and view approval history for APPROVED or WITHDRAWN Requisitions.
Select Invoices to search and view the approval history for Invoices that have been initiated into the approval workflow.
Select Requisitions Awaiting Action to search and view current assigned approvers for PENDING Requisitions.
Expense Report Approvals - Search Parameters
Search and view the approval history for all submitted Expense Reports.
Enter any of the following search parameters and select Apply.
Report Number: Leave blank, enter, or search for specific Expense Report Number.
Preparer: Leave blank or search for specific Employee Name(s).
Report Status: Leave blank or search for Expense Reports in a specific status.
Employee: Leave blank or search for specific Employee Name(s).
Funding Source Segment Values: Leave blank, enter, or search for specific values.
Requisition Approvals - Search Parameters
Search and view approval history for all submitted Requisitions.
Enter any of the following search parameters and select Apply.
Requisition Number: Leave blank, enter, or search for specific Requisition Number
Preparer: Leave blank or search for specific Employee Name(s).
Requisition Status: Leave blank or search for Requisitions in a specific status.
Requester: Leave blank or search for specific Employee Name(s).
Funding Source Segment Values: Leave blank, enter, or search for specific values.
Requisition Awaiting Action - Search Parameters
Search and view the next approver for Pending Requisitions.
Enter any of the following search parameters and select Apply.
Requisition Number: Leave blank, enter, or search for specific Requisition Number
Preparer: Leave blank or search for specific Employee Name(s).
Requester: Leave blank or search for specific Employee Name(s).
Funding Source Segment Values: Leave blank, enter, or search for specific values.
Invoice Payment Approvals - Search Parameters
Search and view the approval history for all submitted Invoice Payments.
Enter any of the following search parameters and select Apply.
Invoice Number: Leave blank or search for specific Invoice Number
Invoice Created By: Leave blank or search by the name of the Invoice Payment creator.
Requester: Leave blank or search for the name of the Invoice Payment requester Approver: Leave blank or search for Approvers included in the Approval Workflow.
Approver: Leave blank or enter the name of one of the Invoice approvers.
Department: Leave blank or search for specific Department associated with Invoice Payment.
Cost Center: Leave blank or search by Cost Center used to pay for the invoice.
Project: Leave blank or search by Project used to pay for the invoice.
Approval Status: Leave blank or select the Invoice Payment status you’re searching for.
Supplier or Party Name: Leave blank or search for specific Supplier/Vendor.
Invoice Creation Date: Leave blank or include date range of Invoice Payment creation.
Step 3: Export Results (if needed)
After running a dashboard report, you may export the output by navigating to the Settings (gear) icon in the upper right-hand corner of the dashboard, selecting Export to Excel and Export Current Page.
You can also print the results by selecting the Settings icon and then selecting Print.
End of Process
Need help with the steps above?
Office of Continuous Improvement
oci@boisestate.edu
1910 University Dr. Boise, ID 83725-1247